Auto repair is not on most VC pitch decks. It should be.
The vertical AI thesis says foundation models will commoditise and the durable value will go to companies wrapping them in workflow, data, and integrations specific to one industry. That argument has played out in legal, healthcare, and finance. It has barely been litigated in auto repair, which is strange, because the category lines up better against the thesis than most of the verticals that have been priced first.
Fragmented customer base. Low software penetration. Repetitive workflows that map cleanly onto current LLM capabilities. Acute labour shortage forcing automation. And a TAM that has stopped being a footnote.
The market
Persistence Market Research projects the global auto repair software market growing from $3.4 billion in 2026 to $8.6 billion by 2033, a 14.2% CAGR.
